Dave Coates

A partner in our corporate and business tax team, Dave Coates specialises in providing expert guidance to owner-managed businesses and their shareholders on a wide range of tax matters, spanning corporate structuring, employee share schemes and shareholder exits.

With in-depth technical knowledge and understanding of multiple sectors including real estate and construction, Dave assists his clients in navigating the complex landscape of tax implications throughout their business life cycle, from startup and growth to successful exit strategies.

Dave’s extensive experience includes mergers and acquisitions (M&A) transactions with a particular focus on tax due diligence services, making him well-equipped to advise those looking to acquire or sell a business.

Known for his attentive approach, Dave is a dedicated listener when it comes to his clients and their unique challenges. Clients value his ability to absorb their individual circumstances, assess associated risks and provide tailored, practical guidance in line with their ambitions and goals, and he excels in delivering proactive solutions that address immediate concerns while considering the broader objectives of a business.

Dave’s specialised expertise, combined with his passion for building strong, long-lasting relationships make him a trusted consultant and asset to the businesses he works with.

As well as a Chartered Tax Adviser, Dave is an associate member of the Chartered Institute of Personnel Development (CIPD).